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Disclosery

Secure Asset Management, LLC: TRGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on TRGP, newest first. How the timeline and the estimate are built.

Secure Asset Management, LLC held 3,218 TRGP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,218 shares
    Change vs previous 13F -19 shares

    0.12% of the 13F portfolio, value $862,780.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,237 shares
    Change vs previous 13F -9,655 shares

    0.13% of the 13F portfolio, value $811,627.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,892 shares
    Change vs previous 13F +2,114 shares

    0.37% of the 13F portfolio, value $2,378,618.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,778 shares
    Change vs previous 13F -94 shares

    0.3% of the 13F portfolio, value $1,811,528.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,872 shares
    Change vs previous 13F +1,946 shares

    0.35% of the 13F portfolio, value $1,892,539.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,926 shares
    Change vs previous 13F -333 shares

    0.36% of the 13F portfolio, value $1,789,421.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,259 shares
    Change vs previous 13F -475 shares

    0.25% of the 13F portfolio, value $1,652,742.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,734 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,440,726.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).